Taxes

    The “Big, Beautiful Bill,” Part 2: Student Loans, SALT, 1099s, and More

    Please Note: This is Part 2 of our coverage on the “One Big, Beautiful Bill” (OBBB). Part 1 covers the…The “Big, Beautiful Bill,” Part 2: Student Loans, SALT, 1099s, and More

    The Big Beautiful Bill and the what it means for you
    The “Big, Beautiful Bill” Passed: What Your Wallet Needs to Know

    The “Big, Beautiful Bill” is now law — and it brings some of the biggest tax changes we’ve seen in years. From family savings to small business deductions, this package touches many places in the tax code.The “Big, Beautiful Bill” Passed: What Your Wallet Needs to Know

    Middle aged woman going over her finances at the kitchen table considering a Roth conversion
    Is Now A Good Time To Do A Roth Conversion?

    Converting a traditional IRA to a Roth when markets dip or income is low can shrink today’s tax bill and set up your retirement savings for future tax-free growth.Is Now A Good Time To Do A Roth Conversion?